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Custom user Portal

The NetScaler Gateway installation that provides portal services to × × users includes the option of selecting a portal theme to create a custom look and feel for the portal page. You can choose from the theme set provided, or you can use the theme as a template to build a custom or branded portal. Using the configuration utility, you can modify the theme by adding new logos, background images, custom input box tags, and various other properties of the CSS-based portal design. The built-in portal theme includes content in five languages: English, French, Spanish, German and Japanese. Different users provide services in different languages, depending on the locale reported by their Web browsers.

You can choose to create a custom end user license agreement (EULA), which is presented to × × users before allowing login. ECU features support locale-specific versions of EULA that are presented to users on a basis that their web browsers report the locale.

Portal themes and EULA configurations can be bound independently at the × × virtual server and × × × global level.

Application Portal theme

Create a new portal theme

Notes on customization of old portals

Create an end user license agreement

Application Portal theme

By default, the portal is configured to use Caxton themes. The Caxton theme is called Default.

Figure 1:Caxton theme

NetScaler Gateway includes two other themes that can be applied to portals: Greenbubble and X1 themes.

Figure 2:Greenbubble theme

Figure 3:X1 theme

You can apply any of the provided themes directly to the × × virtual server or as a global × × binding.

Bind the portal theme to a virtual server

You can bind portal themes on an existing virtual server or when you create a new virtual server.

Use the command line to bind the portal theme to an existing × × virtual server

Enter: bind * vserver-portaltheme at the command prompt

Use the configuration utility to bind the portal theme to an existing × × virtual server

On the configuration tab, navigate to NetScaler Gateway, and then click Virtual Server.

Select the virtual server, and then click Edit.

If the portal theme is not already bound to the virtual server, click Portal theme under Advanced Settings in the details pane. Otherwise, the Portal Theme option is expanded in the details pane.

In the details pane, under Portal theme, click No Portal theme to expand the Portal theme binding window.

Click to select.

In the Portal theme window, click the theme name, and then click Select.

Click bind.

Click finish.

If you want to create a new virtual server, you can follow the above steps in the virtual server editing pane to start with step 3 to bind the portal theme.

Bind the portal theme to × × × Global

Use the command line to bind the portal theme to the × × global scope

Enter: bind * global portaltheme at the command prompt.

Use the configuration utility to bind the portal theme to the × × global scope

On the configuration tab, navigate to NetScaler Gateway.

In the main details pane, click NetScaler Gateway Policy Manager.

Click the + icon.

Under the bind Point drop-down menu, select Resources.

Under the connection Type drop-down menu, select Portal theme.

Click continue.

On the bind Point screen, click add binding.

Click to select.

In the Portal theme window, click the theme name, and then click Select.

Click bind.

Click close.

Click finish.

Tip

After completing a set of changes, use the save ns config command on the command line, or click the Save icon in the configuration utility to ensure that the changes are saved to the NetScaler configuration file.

Create a new portal theme

To create a custom portal design, use one of the provided portal themes as a template. The system makes a copy of the selected template theme using the name you specify.

Use the inventory portal theme as a template for a custom portal theme

To create a new Portal theme, you can use the configuration utility or the command line to create a new theme entity. However, detailed custom controls are only available in the configuration utility.

Create a new portal theme using the command line

Enter: add portaltheme basetheme at the command prompt

Create a new portal theme using the configuration utility

On the Configuration tab, navigate to NetScaler Gateway and click the Portal topic.

In the main details pane, click add.

Enter a name for the theme, then select a template from the template drop-down menu, and then click OK.

At this point, you will see the first view of the portal theme editing window. Click OK to exit.

You can continue to customize the new portal theme using the first view. However, before you continue editing the portal theme, you should read the following Portal Theme Customization section of the interface, as well as a pop-up description of the customizable portal site properties in the interface.

After you create a new theme, you can bind it as described in binding a portal theme to a virtual server or binding a portal theme to a × × Global. You can bind a new theme immediately after creation or after customization.

Portal theme customization

To customize the Portal theme, use the Portal Theme interface in the configuration utility. For best results, you should understand the various elements of this interface before using it.

About the portal theme interface

To open the Portal Theme interface in the NetScaler configuration utility, navigate to NetScaler Gateway on the Configuration tab, and then click Portal Themes. You can create a new theme, as described in creating a New Portal theme, or you can select an existing theme in the main details pane and click Edit.

The portal theme customization page has four main component panes for modifying the portal site design: the Portal theme pane, the look and feel pane, the Advanced Settings pane, and the language pane.

Figure 4:Portal Theme interface

The Portal themes pane at the top of the page reports which themes are loaded for editing and the template theme on which it is based. The viewing options here allow you to view customizations without having to access × × through a user connection. Note that using the view option requires binding the theme to the × × virtual server, and the binding is still valid after closing the view window.

Through the appearance pane in the center of the page, you can configure general properties of the theme, such as title, background color and image, font properties, and logo. When this pane is in edit mode, the property legend can be used to guide where to use the look and feel properties on the portal page.

The Advanced Settings pane contains screen content controls for each portal page. To load the contents of the page for editing, click any of the pages listed. The page control then opens below the other central pane. As long as the page has not been modified, the page collapses in the Advanced Settings pane of the theme theme editing.

In the language pane, you can select which languages to load when editing the page from the Advanced Settings pane. English pages are loaded by default.

Types of customizable page properties

When you customize a Portal theme, you can modify a series of properties in the Portal Theme interface. In addition to editable text and supported languages, all graphical elements of the portal layout can be customized to your needs. Each page element type has parameters or suggestions to consider before modifying them.

Color

The portal design specifies the color of the properties, such as page background, highlighting, text of title and body content, button controls, and hover responses. To customize the color properties, you can enter color values directly for the selected items, or you can generate color values using the provided color picker. The interface supports the input of valid HTML color values in RGBA format, HTML hexadecimal triple format and X11 color name. You can access any color picker that applies to the color attribute by clicking the color box next to the property input field.

Figure 5: color picker

Font

Along with the font color, you can modify the font size of some page properties. For each property, the drop-down menu provides the size available for each property, depending on the design of the portal site.

Picture

For images, the pop-up description of each control provides size recommendations and other requirements. The description varies depending on the location and function of the properties on the page. You can use the PNG or JPEG image file format. You can select the image to upload by selecting the check box under the project file name and browsing the location of the local computer drive where the image is located.

Label

In the Advanced Settings section, you can select the text of the specific portal page you want to modify. Note that if you modify the default English text of the page, the text in other languages will not be retranslated. Alternate language page content is provided for convenience, but any customizations need to be updated manually. To edit a different language version of the page, first collapse the window (if it is open) by clicking the X icon of the open portal page. Then select the language in the language pane, and then click OK. All portal pages opened from the Advanced Settings pane will use the language until you select a different page.

important

In high availability or clustered deployments, portal themes are distributed in shared configurations only if portal themes are set separately on the primary or configuration coordinator NetScaler entities.

Notes on customization of old portals

For installations of manually modified custom portal site designs created in NetScaler Gateway or versions of Access Gateway earlier than 11.0, Citrix strongly recommends starting with the new portal site theme in the custom interface. If you cannot do so, you can apply customizations manually without providing direct support.

When you use a manual custom portal, you must set the custom portal to the global portal configuration. This means that the global portal configuration of the application cannot be overridden with a virtual server-level portal theme binding. In this case, trying to create an × × virtual server binding using the configuration utility or the command line returns an error.

In addition, in the case of high availability and cluster configurations, any manual customization must be performed on each node in the deployment because the underlying files on the NetScaler file system are not distributed in the automatic sharing configuration.

Manually create a custom portal configuration

To manually apply the older custom portal configuration after upgrading to NetScaler Gateway 11.0, you need to modify the copy of the existing portal page, place the custom portal file in the NetScaler file system, and select CUSTOM as the UITHEME parameter.

Note that you can use WinSCP or any other secure copy program to transfer files to the NetScaler file system.

Log in to the NetScaler Gateway command line.

At the command prompt, type shell

At the command prompt, type mkdir / var/ns_gui_custom; cd / netscaler; tar-cvzf / var/ns_gui_custom/customtheme.tar.gz ns_gui / *.

At the command prompt, type cd / var / netscaler / logon / themes /

If you want to customize the Greenbubble theme, enter cp-r Greenbubble Custom to make a copy of the Greenbubble theme.

If you want to customize the default theme (Caxton), type cp-r Default Custom.

To customize the X1 theme, type cp-r X1 Custom.

Make the necessary changes to the copy file under / var / netscaler / logon / themes / Custom to manually customize the theme.

Make necessary edits to css / base.css.

Copy any custom images to the / var / ns_gui_custom / ns_gui / * * / media directory.

Change the label in the file that exists in the resources / directory. These files correspond to the locales supported by the portal site.

If you also need to change the HTML page or javascript file, you can make it relevant to the file in / var / ns_gui_custom / ns_gui /.

After all customization changes have been made, enter: tar-cvzf / var/ns_gui_custom/customtheme.tar.gz / var/ns_gui_custom/ ns_gui / * at the prompt

important

When you copy the theme directory in the previous steps, the copied folder name must be exactly the same as Custom, because the directory name is case-sensitive in the NetScaler shell interface. If the directory name is not entered exactly, the folder is not recognized when the UITHEME setting is configured to CUSTOM.

Select a custom theme as the global parameter

After you manually customize the portal configuration and copy it to the NetScaler file system, you need to apply it to the NetScaler Gateway configuration. This can be done by setting the UITHEME parameter to CUSTOM and by using the command line or the configuration utility.

To use the command line, enter the following command to set the UITHEME parameter.

Set the parameter UITHEME CUSTOM

To set the UITHEME parameter using the configuration utility, use the following procedure.

On the configuration tab, navigate to NetScaler Gateway > Global Settings.

Click change Global Settings.

Click the client experience tab.

Scroll to the bottom of the screen and select CUSTOM from the UI Theme drop-down menu.

Click OK.

The portal you manually customized is now a portal design presented to × × users.

Create an end user license agreement

The portal system provides the option to apply the end user license Agreement (EULA) to the portal configuration. Once the EULA is bound to the NetScaler Gateway configuration (xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

As with portal themes, users provide language-specific EULA based on the locale reported by their Web browser. If the locale does not match any supported languages, the default language provided is English. For each EULA, you can enter custom messages in each supported language. The EULA configuration does not provide pre-translated content, because the same is true of portal themes. If the locale reported by the user matches the language in which the EULA content is not entered, the user will return a blank page when he clicks the terms and conditions link on the login page.

To create an EULA, you can use any of the controls in the configuration utility on the configuration tab of NetScaler Gateway > Global Settings > EULA or NetScaler Gateway > Resources > EULA. The controls in the Global Settings pane are used to manage × × × global EULA bindings, while the controls on the Resources > EULA node are used for general operations of EULA configuration. You can manage the EULA binding of the × × virtual server by editing it on the NetScaler Gateway > virtual server. Some commands are also provided on the command line that manages the EULA entity. However, the complete EULA management control is only available in the configuration utility.

Create a new EULA entity using the command line

At the command prompt, type: add * eula

Create a new EULA entity using the configuration utility

Navigate to NetScaler Gateway > Resources > EULA.

Click add to create a new entity.

Enter the name of the entity.

For each language, paste the contents under the relevant tabs. You can format content using plain text or HTML tags, including those that add newline characters

Mark.

Click create.

After creating an EULA entity, it can be globally bound to a × × configuration or to a × × virtual server.

Use the command line to bind EULA to × × Global

Enter: bind * global eula at the command prompt

Use the configuration utility for global EULA × × binding

On the configuration tab, navigate to NetScaler Gateway > Global Settings.

In the main details pane, click configure end user license Agreement.

Click add binding.

Click to select.

Select the EULA entity, and then click Select.

Click bind.

Click close.

Use the command line to bind EULA to a virtual server

At the command prompt, type: bind * vserver eula

Use the configuration utility to bind EULA to a virtual server

In the Configuration tab, browse to NetScaler Gateway > Virtual Servers.

In the main details pane, select the × × virtual server, and then click Edit.

From the Advanced Settings pane on the right side of the page, click EULA.

In the newly added EULA pane, click No EULA.

Click to select.

Select the EULA entity, and then click Select.

Click bind.

Click finish.

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